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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,797 | $95,917-29.3% | $79,583-14.8% | $134,545-49.6% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -16.12% | -2.70%-13.4pp | 0.16%-16.3pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,106 | $3,129-64.6% | $2,414-54.2% | $4,742-76.7% |
| Participant deferral / active EE | $5,574 | $4,694+18.7% | $3,986+39.9% | $6,401-12.9% |
| Admin fee / account holder | $238 | $9,132-97.4% | $6,835-96.5% | $11,431-97.9% |